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Impact Wealth logo — Grow Wealth & Income, Lower Taxes & Reduce Risk.

Impact Wealth

Grow Wealth & Income, Lower Taxes & Reduce Risk.

Founded 2012 United States Boulder, United States 13 employees Finance, Financial Services +2

General Information

Company Name Impact Wealth
Founded Year 2012
Location United States Boulder, United States +1
Employees 13
Industries Finance, Financial Services, Insurance +1
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About Impact Wealth

Impact Wealth is a wealth management startup founded in 2012, offering strategies to grow wealth and income, lower taxes, and reduce risk. The company's services focus on simplifying clients' lives to enable them to concentrate on what matters most. Utilizing a Family Endowment Model, Impact Wealth aims to provide a less volatile and more balanced investment experience, drawing from successful endowment practices. The startup is redefining wealth management by addressing the complexities of investment choices, opaque fee structures, limited access to private markets, and a preference for scale in delivering advice. Impact Wealth emphasizes personalized relationships and tailored wealth management solutions for individuals and families' specific needs and goals. It is worth noting that Impact Wealth's services are offered through partnerships with Madison Avenue Securities, LLC for securities and Csenge Advisory Group, Inc for investment advisory services. While the term "endowment" is referenced in their model, it is clarified that it is not intended for individual investors. Overall, Impact Wealth positions itself as a comprehensive wealth management solution provider, aiming to make a lasting impact on clients' lives and communities while navigating the complexities of wealth and finance.

Taxonomy: Wealth Management, Family Endowment Model, Comprehensive Financial Planning, Asset Protection, Private Markets Access, Investment Solutions, Income Generation, Financial Advisory, Non-Profit Management, Market Volatility Management

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Impact Wealth Alternatives & Competitors

Impact Wealth vs
Wealth Strategies, LLC
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Impact Wealth vs
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Impact Wealth vs
Union Bridge Capital
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FAQ About Impact Wealth

Grow Wealth & Income, Lower Taxes & Reduce Risk.
Impact Wealth was founded in 2012.
Impact Wealth is headquartered in Boulder, United States.
Impact Wealth operates in the following industries: Finance, Financial Services, Insurance, Wealth Management.
Impact Wealth has approximately 13 employees.
Top alternatives and competitors to Impact Wealth include Wealth Strategies, LLC, Sapers & Wallack, Inc., Union Bridge Capital, Korhorn Financial Group, Inc., Investment Services. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Impact Wealth and Wealth Strategies, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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